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FSD

FIRST TRUST HIGH INCOME LONG/SHORT FUND
FSD

Delisted

FSD was delisted on the 19th of July, 2024.

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62 hedge funds and large institutions have $193M invested in FIRST TRUST HIGH INCOME LONG/SHORT FUND in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

44% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 16

3% more funds holding

Funds holding: 60 → 62 (+2)

1% less capital invested

Capital invested by funds: $195M → $193M (-$1.86M)

Holders
62
Holders Change
+2
Holders Change %
+3.33%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
23
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$6.08M
2
BI
Bramshill Investments
Florida
+$1.4M
3
GC
Guggenheim Capital
Illinois
+$814K
4
Ameriprise
Ameriprise
Minnesota
+$789K
5
NA
NewEdge Advisors
Louisiana
+$630K

Top Sellers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
-$3.9M
2
COLIM
City of London Investment Management
United Kingdom
-$3.42M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.59M
4
AAM
Advisors Asset Management
Colorado
-$880K
5
FIA
FNY Investment Advisers
New York
-$565K
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$624K +$630K +40,039 New
POIA
27
Pin Oak Investment Advisors
Texas
$543K -$65.2K -4,145 -11%
KPWS
28
Kestra Private Wealth Services
Texas
$530K +$5.93K +377 +1%
Franklin Resources
29
Franklin Resources
California
$458K – – –
Bank of America
30
Bank of America
North Carolina
$427K -$3.78K -240 -0.9%
Fiera Capital (Canada)
31
Fiera Capital (Canada)
Quebec, Canada
$412K +$11.4K +725 +3%
CIA
32
Capital Investment Advisors
Georgia
$363K -$6.88K -437 -2%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$350K -$87.6K -5,563 -20%
SPIA
34
Steward Partners Investment Advisory
New York
$343K +$101K +6,402 +41%
RCWM
35
Royal Capital Wealth Management
Indiana
$342K +$345K +21,940 New
BWA
36
BDO Wealth Advisors
Florida
$337K – – –
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$328K +$138K +8,766 +71%
ARC
38
Advisor Resource Council
Texas
$326K +$329K +20,923 New
RGF
39
Retirement Guys Formula
Ohio
$318K +$321K +20,371 New
HI
40
Harbour Investments
Wisconsin
$270K -$135K -8,548 -33%
GA
41
Greytown Advisors
Florida
$230K +$185K +11,775 New
RJT
42
Raymond James Trust
Florida
$224K – – –
WI
43
Wintrust Investments
Illinois
$221K +$4.33K +275 +2%
WT
44
Whittier Trust
California
$202K – – –
BRWA
45
B. Riley Wealth Advisors
Florida
$182K +$551 +35 +0.3%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$167K +$6.71K +426 +4%
IA
47
Insight Advisors
Pennsylvania
$165K +$167K +10,600 New
UCI
48
Uncommon Cents Investing
Wisconsin
$164K – – –
Lazard Asset Management
49
Lazard Asset Management
New York
$155K – – –
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$101K -$50.5K -3,209 -33%
1
2
3

FSD Hedge Fund Activity: Q4 2021 in Review

62 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) for Q4 2021, worth a combined $193M — down 0.95% from $195M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FSD positions and 6 closed out — a net gain of 3 holders — while 23 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.08M. The largest seller was Parametric Portfolio Associates, cutting an estimated $3.9M.

  • 62 institutional investors held FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) as of Q4 2021, up from 60 in Q3 2021.
  • Funds reported $193M of FIRST TRUST HIGH INCOME LONG/SHORT FUND stock for Q4 2021, down 0.95% quarter-over-quarter.
  • 9 funds opened new FIRST TRUST HIGH INCOME LONG/SHORT FUND positions in Q4 2021 and 6 closed out, a net change of +3 holders.
  • The largest FIRST TRUST HIGH INCOME LONG/SHORT FUND buyer in Q4 2021 was Morgan Stanley, an estimated $6.08M added.
  • The largest FIRST TRUST HIGH INCOME LONG/SHORT FUND seller in Q4 2021 was Parametric Portfolio Associates, an estimated $3.9M sold.

Based on aggregated 13F filings for Q4 2021.